NEXsteps

Estate planning and executor support for Canadians. Certified Executor Advisor. Tools, guides and weekly articles. Not legal or financial advice.

[Nancy Boisvert @NancyBoisvert]

He closed the estate. Filed the terminal return. Got the clearance certificate. Eleven months later he found the account that was never in the folder.
The free search most Canadian executors never run.

https://t.co/6VdrVhg03E

#nexsteps

[NEXsteps @nexstepscanada]

@PierrePoilievre Wow! Are you ever desperate!

[Nancy Boisvert @NancyBoisvert]

Your will says what. In My Own Words™ helps you explain why. A new NEXsteps tool for the letter that goes with your will.

https://t.co/dKdKpggWDh

#EstatePlanning #NEXsteps

[Nancy Boisvert @NancyBoisvert]

Blended families are one of Canada's biggest estate planning blind spots. Laws weren't built for complex family structures. Before you sit down with a lawyer, it's worth knowing what decisions you'll need to make. https://t.co/sNXnmXLOoh

#EstatePlanning #CanadianFamilies

[Nancy Boisvert @NancyBoisvert]

Your crypto dies with you if no one has the key. Literally. We made a video about it. https://t.co/6wiGQWmmgs #EstatePlanning #Crypto

[NEXsteps @nexstepscanada]

@NancyBoisvert https://t.co/bqG3LFvZcR

[Nancy Boisvert @NancyBoisvert]

Her father kept a small device in his dresser drawer. She had the grant of probate, the death certificates, all of it.
None of it opened the device.
It's the #estateplanning problem no court order can fix. If nobody can open the wallet,the estate doesn't know what's in it.

[Nancy Boisvert @NancyBoisvert]

A friend told Evelyn to put her daughter's name on the house title. No court, no probate, no fuss.
Nobody asked whether the daughter was getting half a house that day, or just a name on paper.
Eight years later, that difference is the whole story.
https://t.co/nazYFuzh8a

[Nancy Boisvert @NancyBoisvert]

Thirteen tools, a book and four years of articles have moved to the front door.

https://t.co/CLOf2LZMNs has been a brochure site but as of today it's the whole thing. Nine tools for planning, four for executors, all jurisdiction specific.

Take a look: https://t.co/vEVSz6pJw7

[Nancy Boisvert @NancyBoisvert]

Back-to-school season? Perfect time for parents to review their estate plans. If you have kids, your plan needs to reflect what you want for their future. Designed or Default™ helps you with the process. https://t.co/5RaA6VVhxm #EstateplanningCanada #FamilyFinances #nexsteps

[NEXsteps @nexstepscanada]

@ABDanielleSmith Stop using your office to promote the answers you want to see on the referendum. That is absuing the power of your office. Let people research and decide on their own

[Nancy Boisvert @NancyBoisvert]

Remote will signing is now an option in many Canadian provinces. Know the rules before you assume your process is valid. Short video here:
https://t.co/PKSWHAazcB

#EstatePlanning #CanadianLaw #nexsteps

[Nancy Boisvert @NancyBoisvert]

Signing a will used to mean everybody in the same room on the same afternoon. In four provinces, that requirement is now permanently gone, and almost nobody noticed.
https://t.co/6nAOCJb8vi
#EstatePlanning #Wills #NEXsteps

[Nancy Boisvert @NancyBoisvert]

Same estate. Same will. Same executor.

In Alberta the probate fee would be $525. In Nova Scotia, on the same numbers, it's closer to $16,000.

Terrence and Yolanda moved to Halifax and nobody mentioned it.

https://t.co/oxlCiSHf0H

[Nancy Boisvert @NancyBoisvert]

Your power of attorney isn't a backup plan. It's insurance. If you can't manage your finances, someone you trust handles them without court intervention. That's control.
https://t.co/fx0RBZdAJT

#EstateplanningCanada #PowerOfAttorney #nexsteps

[Nancy Boisvert @NancyBoisvert]

Your advisor asked about YOUR risk tolerance. But what about the risk your estate passes to your family? New tool + video from NEXsteps. https://t.co/lnlLhsjbad

#EstatePlanning #NEXsteps

[Nancy Boisvert @NancyBoisvert]

Your advisor asked how much risk you could handle. Nobody asked what your family could.

https://t.co/LerR4K6LTX

#EstatePlanning #RiskManagement #NEXsteps

[Nancy Boisvert @NancyBoisvert]

Websites and email down all day. Major outage at my hosting provider.

Nobody plans for the day the sign on the door goes dark while the shop is still open.

If you tried to reach me and got "This site can't be reached," I haven't disappeared. I'm still here.

[NEXsteps @nexstepscanada]

@OilBeak Hmmm - I guess his son doesn't use hospitals, health care, highways, etc.

[Nancy Boisvert @NancyBoisvert]

Your estate plan shouldn't be left to chance. Estate Architect guides you through every piece, province-specific. Stop guessing. Start planning. https://t.co/Gl2HVcX0d0
#EstateplanningCanada #FinancialPlanning #NEXsteps